Robert Schneeweis is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2015. Outside of investment advisory services, he is also an insurance agent with a separate business involvement in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach with a notable use of derivatives in separately managed accounts as part of its risk management strategy.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Les Jepsen is the principal of Jepsen Financial and holds a Series 65 designation with 27 years of industry experience. He has operated Jepsen Enterprises, Inc. since 2001. In addition to his advisory role, he is a licensed insurance producer offering various insurance products and a licensed real estate salesperson conducting business through a non-affiliated broker. Jepsen Financial provides discretionary portfolio management and modular financial planning services to individuals, trusts, estates, businesses, and foundations. The firm employs a core-and-satellite asset allocation strategy using passively managed indexes and ETFs as core holdings, complemented by fundamental and technical analysis.

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Scott Moller is a financial advisor with Heritage Capital Advisors, LLC in St. Paul, MN, holding a Series 65 designation and eight years of industry experience. He is also a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax, business, and estate planning services. Additionally, Moller controls Heritage Ventures, LLC, a holding company with interests in equipment leasing, beef cattle operations, and farmland investments. Heritage Capital Advisors manages personalized investment portfolios for individuals, trusts, estates, and business entities, serving primarily individual and high-net-worth clients. The firm employs a core buy-and-hold investment philosophy with a multi-year time horizon, supplemented by short-term trades, covered-call option strategies, and the use of derivatives and borrowing in some accounts.

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Jordan Heavens is a Series 65 licensed financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, he worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets, using fundamental analysis within a strategic asset allocation framework implemented through no-load mutual funds, ETFs, and individual securities when appropriate.

Joshua Jenson is a CFP® professional with eight years of experience at One Life Financial Group, Inc. He also owns Jenson Consulting, which provides accounting, project management, and technology systems consulting for small businesses. His work history includes roles at Protiviti and involvement with nonprofit organizations such as Meals on Wheels and Brooklyn Center Fire. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment strategies using fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates advisory services with accounting and third-party partnerships.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.

Brandon Wood is a CFP® with 18 years of industry experience and has been with Solidity Financial LLC since 2011. He holds the Series 65 and Series 66 licenses. Outside of his advisory role, he owns Solidity Tax, LLC, a tax preparation service, though he is not actively involved in day-to-day operations. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm follows a low-cost, passive core investment approach supplemented by tactical asset management and serves about 250 clients with a two-advisor team.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Anthony Ressie is a ChFC® credentialed advisor with Gambit Capital Management, LLC in Woodbury, MN, where he has worked since 2025. He has 15 years of experience at the Department of Veteran Affairs, where he oversees a team involved in loan servicing and provides training and counseling related to veteran borrower assistance. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, offering discretionary portfolio management alongside financial planning, coaching, tax preparation, and CIO consulting. The firm applies a long-term investment philosophy using fundamental and cyclical analysis with strategies that include derivatives and options tailored to each client's needs.

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

Logan Taft is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2013, including a period at AdvisorNet Wealth Partners. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a consultative, team-based approach with tailored strategies and uses a mix of mutual funds, ETFs, independent managers, and direct indexing, alongside proprietary model portfolios and derivative strategies.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

Matthew Mattheisen is a financial advisor at Gambit Capital Management, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Focus Financial Network, Inc., Osaic Wealth, Inc., and Charles Schwab & Co., Inc. Outside of advising, he is the author of a book on career growth and mentoring and is the founder of Decoder Universe, a platform he maintains related to code and apps. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management alongside financial planning, coaching, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis, asset allocation, and options strategies tailored to each client, with portfolios potentially including derivatives and private placements.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.